Benefit from the Experience of a Financial Advisor
from Fidelity Advisor

Financial Planning

(Atlantic Financial is proud that our clients can purchase Fidelity funds, we are not affiliated with Fidelity Advisor and this does not imply an endorsement from them)

Fidelity encourages investors to take a long-term view when they invest with us. By looking down the road, many people realize that they don't have the experience, time, training or patience to make informed investment decisions alone. That's where the value of a financial advisor can really make a difference. A qualified financial advisor:

takes the time to understand your goals and investment needs

has the experience to help you develop financial strategies to match your specific situation

can help you determine the best way for you to allocate your assets

can offer additional assistance during volatile market periods

will discuss specific investments or investment strategies to help meet your goals

has experience in financial services, securities licenses and specialized training

has access to specialized research on various types of securities

spends time tracking potential investments that may be appropriate for your financial strategies

What Services to Expect from Your Financial Advisor

A financial advisor should take the time to get to know you, your financial situation, your financial goals and your risk tolerance. When searching for an advisor, you should expect to receive some or all of these services:

Personal attention - Your advisor will take the time to go through a full interview with you, asking questions to get to know your entire financial situation, your risk tolerance and your goals.

Help developing an asset allocation strategy - Once you've worked with your advisor to determine your risk tolerance, he or she can help you determine how to allocate your money based on a mix of asset classes with varying degrees of risk that fit your time horizon and comfort level.

Advice1 on specific investments that match your goals - When you're comfortable with your financial strategy and determined an appropriate asset allocation, your advisor will then make recommendations on the types of mutual funds and securities that will best meet your needs. Your advisor should be able to provide research supporting his or her recommendations.

Answers to your financial questions - If the markets become volatile, your financial advisor should be available to help you understand the reasons behind the instability. If you hear of an interesting investment opportunity, your advisor has the ability to research and investigate these opportunities and to help you decide if they fit into your overall plan.

Proactive management of your account - Your advisor can also bring investment opportunities to your attention, based on detailed knowledge of your financial strategy and goals. Your advisor can help you manage your expectations by explaining the potential rewards and risks of any investment.

Ongoing, regular check-ups - Your advisor should call on a regular basis to see if your financial situation has changed. If you've gotten married, switched jobs, had a child or purchased a home, your financial strategy may need to be adjusted to account for these changes. At least once a year, your advisor should review your account with you and help you make any adjustments necessary to ensure your strategy continues to meet your situation and goals.

Atlantic Financial can also work with a number of money management services.
If you would like us to answer any question you may have please complete our contact form.

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